Diazo, LLC logo

Diazo, LLC

Updated today

Client assets under management

$211,569,706

Clients

339

14% high-net worth

Advisors

4

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

85

High

Average account size

$624,099

About

Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm prepares an individualized Investment Policy Statement for each client and tailors portfolios and planning recommendations to clients’ stated goals, restrictions, and time horizons.

The firm’s investment process combines multiple methods of analysis — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and employs both long‑ and short‑term trading. Diazo discloses use of margin transactions and options strategies and documents client risk bands (including use of Nitrogen) to guide portfolio construction and ongoing monitoring.

Noteworthy distinctions for Diazo relative to many peers include its explicit use of derivatives and borrowing in client accounts and a recent brochure update adding structured‑product disclosures and risks. The firm also discloses third‑party referral arrangements and acceptance of Schwab institutional services (including soft‑dollar benefits), and its regulatory disclosures indicate the firm uses testimonials and endorsements in advertising — practices that are less common among similar team advisers.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Annuities

Fee options

Fixed

Between $1,000 and $5,000 for financial planning

Percentage

$0 - $999,999: 1.40% $1,000,000 - $2,999,999: 1.10% $3,000,000+: 0.90%

Main office location

Diazo, LLC

2534 Anthem Village Dr, Suite 100

Henderson NV 89052, United States

Number of offices

3

Most active in

Arizona · California · Nevada · North Carolina · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin L

CFP®, Series 63, Series 65

Henderson, NV

Diazo, LLC

Justin Long is a CFP® with 17 years of experience in the financial services industry. He is currently with Diazo, LLC, where he has worked since 2023, following prior roles at Innovative Adviser Solutions, EK Riley Investments, and Fidelity. Diazo, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multifaceted investment approach combining charting, fundamental, quantitative, technical analysis, and modern portfolio theory, and utilizes model allocations and documented risk tolerance tools to tailor client strategies.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Brian C

CFP®, Series 63, Series 65

Henderson, NV

Diazo, LLC

Brian Crawley is a CFP® professional with eight years of experience in the financial advisory industry. He is currently with Diazo, LLC and has previously worked at firms including Goldman Sachs PFM, Innovative Adviser Solutions, and Hightower Advisors. Diazo, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-method investment process and incorporates tools to document client risk tolerances, offering a range of investment options including mutual funds, equities, fixed income, and private placements.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Thomas S

Series 65

Henderson, NV

Diazo, LLC

Thomas Stetter is a financial advisor at Diazo, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Rested Development LLC, Nathan Higham Agency, and KWJ Engineering Inc. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes a combination of analytical methods and tailored Investment Policy Statements, incorporating both long- and short-term trading techniques alongside options and margin strategies.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Scott S

Series 63, Series 65

Myrtle Beach, SC

Diazo, LLC

Scott Sensenig is a financial advisor with Diazo, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He is the founder of Financial Fitness Wealth Management and Financial Fitness Benefits & Insurance Solutions, where he provides investment advisory and insurance services. His prior work includes roles at The Leaders Group Inc, Innovative Adviser Solutions, LLC, and Sigma Financial Corporation. Diazo, LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach, incorporating various analyses and risk assessment tools, and uses both long- and short-term trading strategies including margin and options trading.

Options & derivatives strategies Private / alternative investments Annuities
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")